YE Bookkeeping
Year-end close checklists and tax-ready financial preparation
YE Checklist Progress
0 of 10 tasks complete (0%)
Year-End Checklist
Confirm all months are reconciled for 2025
Review fixed assets and depreciation
Reconcile owner draws and distributions
Review payroll liabilities
Reconcile loans and credit lines
Prepare YE adjusting journal entries
Generate YE financial package in QBO
Save YE package to TaxDome → Financial Reports
Send YE financials to client or their tax preparer
Confirm client has received and acknowledged
YE Auto-Trigger Workflow
When all YE checklist items are complete, this workflow will automatically generate the YE financial package summary and notify the tax preparer to begin return preparation.
AI-assisted — requires human review before sending to client.